Financial Planning Analyst

Job Title

Budgeting/Forecasting Specialist

Position Type

Full-Time, Remote

Working Hours

U.S. client business hours

About the Role

Our client is seeking a Budgeting/Forecasting Specialist to build financial models, manage planning cycles, and provide forward-looking insights that guide strategy. This role requires strong analytical skills, mastery of modeling tools, and the ability to translate numbers into actionable recommendations. You will work closely with finance leaders and department heads to ensure budgets and forecasts are accurate, realistic, and strategically aligned.

Responsibilities

:

Budget Development

* + Lead preparation of annual operating and capital budgets. + Consolidate inputs across departments and business units. + Ensure budgets align with company goals and resource constraints.

Forecasting

* + Maintain rolling forecasts for revenue, expenses, and cash flow. + Update models monthly or quarterly with actuals, adjusting assumptions. + Build scenario and sensitivity analyses to test potential outcomes.

Variance Analysis

* + Compare actual results to budgets/forecasts. + Prepare written commentary to explain variances and recommend corrective actions.

Financial Modeling

* + Build dynamic Excel or Google Sheets models (DCF, ROI, IRR, break-even). + Use advanced formulas, macros, or BI tool integrations to improve accuracy.

Reporting

* + Prepare management reporting packages with dashboards and visualizations. + Present insights to executives, highlighting risks and opportunities.

Collaboration

* + Partner with department heads to align forecasts with operational plans. + Work with FP&A teams to refine planning assumptions.

Process Improvement

* + Identify inefficiencies in forecasting workflows. + Implement new FP&A software or improve data integrations (Adaptive Insights, Anaplan, Workday, or equivalent).

What Makes You a Perfect Fit

* Highly analytical with an eye for...